PREPARING AND MANAGING EXHIBITS - inData …

1 PREPARING AND MANAGING EXHIBITS i Table of Contents Native Files .. 1 Assigning exhibit Numbers or Trial exhibit Numbers .. 2 Working with Memos .. 4 Working with Annotations/Markups .. 7 To Open the Annotation Toolbar .. 7 To Move and Resize the Annotation Toolbar .. 8 Using the Annotation Tools .. 9 The Selection Tool .. 9 Highlighting an image .. 10 Drawing an Arrow .. 10 Drawing a Line .. 11 Drawing a Rectangle .. 11 Drawing an Ellipse .. 11 Drawing Freehand .. 12 Redacting an image .. 12 Adding Text .. 13 Adding a Sticky Note .. 15 Applying a 16 Adding a Label .. 17 Deskewing an image .. 19 Saving Markups .. 21 Correcting Scanning Mistakes .. 22 Watermarks .. 24 Applying a Footer to Images Using ImageBrander .. 26 Exporting Selected Items to Adobe PDF .. 28 Printing Images .. 29 Set Printer 30 Select Printer Output.

2 30 Searching for Corrupt TIF Files Using ImageSleuth .. 37 PREPARING Multimedia Files (Videos & Recordings) .. 38 The Multimedia Control Box .. 39 The Multimedia Toolbar .. 39 The following topics have been exported from the TrialDirector 6 Help System to enable easy printing. To access the most current information from the full Help system, open the Help menu in TrialDirector. TrialDirector 6 Help - PREPARING and MANAGING EXHIBITS Copyright 2010 inData Corporation. All Rights Reserved. 1 Native Files Native files are created in third-party programs outside of TrialDirector. For example, a document created in Microsoft Word has a file extension of .doc or .docx, depending on the Microsoft Office version. When a native file is loaded into TrialDirector, it retains is original format. Native files can be viewed in TrialDirector and presented in Presentation mode utilizing a universal document viewer included in TrialDirector, but they cannot be annotated, redacted or zoomed using TrialDirector's tools.

3 (Click here for more details about how to work with native files in Presentation mode.) Note: Although Adobe PDF files are generally considered native files, they behave much more like image files in TrialDirector. For example, PDF files can be pre-annotated and redacted just like their TIF cousins. In Presentation mode, PDFs can be zoomed, paged through and annotated in the same way as TIF images. See Advanced PDF Support Features. In the Case Explorer or Document Manager, click the Native tab to view a native file. If the tab is inactive (grayed out), native viewing is not supported for the file type or the required application is not installed. See Supported File Formats for more information. TrialDirector 6 Help - PREPARING and MANAGING EXHIBITS 2 Copyright 2010 inData Corporation. All Rights Reserved.

4 Assigning exhibit Numbers or Trial exhibit Numbers TrialDirector enables you to enter exhibit Numbers (typically your own numbering method as you organize your case) and the actual Trial exhibit Numbers. You can assign an exhibit Number or Trial exhibit Number for a specific item, or you can select multiple items and have numbers assigned in sequence automatically. If you no longer want to associate numbers with items, you can remove them by reassigning a blank sequence. To assign an exhibit or Trial exhibit Number to an item: 1. From Case Explorer or Document Manager, right-click on the item and click Properties. The Item Properties dialog box appears. 2. Type the number in the exhibit # or Trial exhibit # box. 3. Click Save, or click Next to go to the properties for the next item. To assign exhibit or Trial exhibit Numbers to multiple items: 1.

5 From Case Explorer or Document Manager, press and hold CTRL while you select all of the items, making sure to select them in the order you want numbers to be assigned. Then, right-click and select Assign Trial exhibit Numbers to Selected Items or Assign exhibit Numbers to Selected Items. 2. Follow the instructions in the dialog box to enter a starting number. Caution: Any existing exhibit or Trial exhibit Numbers will be overwritten, and the numbers will be assigned in sequence regardless of whether a number is in use for another item in your case. Be sure to specify a unique starting number. 3. Under Choose Format, select one of the following: To assign numbers at the document level only, select Increment number for each document. If each page of a document should have its own exhibit or Trial exhibit Number, select Increment number for each page.

6 After you select this option, select Retain default format to assign a number within the same series to each document and page, or Insert suffix per page to assign a number from a hyphenated sub-series to each of the document pages. 4. Click OK. TrialDirector assigns the numbers to each item. TrialDirector 6 Help - PREPARING and MANAGING EXHIBITS Copyright 2010 inData Corporation. All Rights Reserved. 3 To remove exhibit or Trial exhibit Numbers: 1. From Case Explorer or Document Manager, press and hold CTRL while you select all of the items. 2. Right-click and select Assign Trial exhibit Numbers to Selected Items or Assign exhibit Numbers to Selected Items. 3. In the dialog box, ensure nothing is entered as a starting number. 4. Under Choose Format, select the level at which the numbers are currently assigned.

7 For example, if the items are currently marked with the exhibit numbers EX001-1, EX001-2, EX001-3, EX002-1, etc., be sure to select Increment number for each page and Insert suffix per page. 5. Click OK. TrialDirector removes the existing numbers. TrialDirector 6 Help - PREPARING and MANAGING EXHIBITS 4 Copyright 2010 inData Corporation. All Rights Reserved. Working with Memos Topics: Attaching Memos Opening Memos Deleting Memos Loading Memos from a Batch File Re-Indexing Memos Working in either the Case Explorer or the Document Manager, you can attach a memo to any item except a DVT clip. The Search tool helps you find memos based on searching the memo text. A small red or blue paperclip on the Item Type Icon and a yellow Memo Indicator in the status bar indicate that an item has a memo.

8 Attaching Memos 1. Select the desired image in the Case Explorer or Document Manager. 2. Select View Item Memo from the Documents menu. 3. The Memo window is a text editor, allowing you to type in your memo. 4. After typing the memo, select Save Changes from the Memo Window's File menu. 5. Close the window by clicking the X in the upper-right corner or selecting Close in the File menu. Opening Memos 1. Select View Item Memo from the Documents menu or right-click the item and select View Item Memo from the shortcut menu. 2. The Memo window appears, allowing you to view or edit the memo. TrialDirector 6 Help - PREPARING and MANAGING EXHIBITS Copyright 2010 inData Corporation. All Rights Reserved. 5 3. If the memo is edited, it must be saved again by selecting Save Changes from the Memo Window's File menu.

9 Deleting Memos 1. Select the desired item in the Case Explorer or Document Manager and open the memo. 2. When the Memo window appears, choose Remove Memo from the Memo Window's File menu. 3. Close the Memo Window. Loading Memos from a Batch File If you have a memo field in a third party database, you can transfer the memo information into TrialDirector memos by loading memos from a batch file. 1. Open the Memo Window by selecting View Item Memo from the Documents menu. 2. Choose Load Memo Text From Batch File from the File menu. 3. Browse to the location of the memo batch file, select the file and click Open to begin loading the memos from the batch file. 4. If there are Item IDs in the memo batch file that cannot be found in the Case Explorer/Document Manager, a warning message will appear, asking you if you want to view a list of the memos that could not be added.

10 Click Yes to view the list of memos that could not be added or No to return to the Case Explorer. If you click Yes, the following file opens in the default text viewer ( , Notepad): The file keeps track of all the memos that could not be added to the case due to missing Item IDs. This file is saved in the TrialDirector folder ( , the folder where TrialDirector is installed). Any time Item IDs cannot be found during the memo loading process, TrialDirector will copy the associated lines from the batch file to the file. Note: Memos cannot be attached to Digital Video Transcripts. TrialDirector 6 Help - PREPARING and MANAGING EXHIBITS 6 Copyright 2010 inData Corporation. All Rights Reserved. Re-Index Memos If TrialDirector was closed without shutting down properly, you may need to re-index the memos to refresh the database so that you can view the memos properly.